Filtering the timeline is easy!


FROM THE WEB APP


Step 1: Go to the 'Client' menu

Step 2: Click on a customer record.

Step 3: Click the icons at the top of the timeline to filter by entry type.

Step 4: (Optional) expand the timeline for easy one-click filters.

Step 5: Done!

Expand the time line for more horizontal space and easy one click filters.


FROM THE MOBILE APP

Step 1: Tap on Menu > Clients > Select a specific customer record.

Step 2: Tap 'Filter' at the top of the timeline.

Step 3: Select your filter criteria.

Step 4: Done.



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